FINANCIAL ADVISOR TO REFER THE REALTOR:

To clients who do not own a property

COPY & PASTE THE TEXT BELOW (Make Edits As Necessary)

Dear (Client name),
It was a pleasure to speak with you. I wanted to follow up because I thought it would be advantageous to consider purchasing a property in the near future. The tax and financial benefits are excellent. How is your relationship with your real estate agent who specializes in first time home buyers? I think this is something we may want to address to at least be prepared for the future. Please let me know.